Average Ratings 0 Ratings
Average Ratings 11 Ratings
Description
Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.
Description
Qomon is the Supporter Activation Platform trusted by more than 1,500 organizations in 70 countries. We transform contact lists into clear outcomes: volunteers who show up, new donors who give, and campaigns that scale.
Qomon is easy to use, privacy-first, and secure. We provide the infrastructure to help political and nonprofit organizations mobilize online and in the field. With Qomon, organizations stop losing momentum, achieve their missions and contribute to a future that reflects their vision.
Our goal is simple: to power mission-driven orgs with modern infrastructure that activates their supporters so they can maximize their impact.
Qomon is a certified B Corp, with headquarters in Paris & DC.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Amazon S3
No
Brevo
No
Claude
No
Mailchimp
No
Mailjet
No
Microsoft Dynamics 365
No
NationBuilder
No
Salesforce
No
Slack
No
WordPress
No
Integrations
Amazon S3
Yes
Brevo
Yes
Claude
Yes
Mailchimp
Yes
Mailjet
Yes
Microsoft Dynamics 365
Yes
NationBuilder
Yes
Salesforce
Yes
Slack
Yes
WordPress
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$39 per month
Billed monthly or annually, we have different plans depending on the needs of your organization or movement.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Momentum3
Founded
2014
Country
United States
Website
momentum3trust.com/features/
Vendor Details
Company Name
Qomon
Founded
2019
Country
Worldwide
Website
qomon.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
Product Features
Advocacy
Advocate Management
Yes
Campaign Management
Yes
Customer Advocacy
Yes
Event Triggered Actions
Yes
Forms Management
Yes
Legislation Tracking
No
Petition Management
Yes
Political Advocacy
Yes
Rewards Program
No
Social Engagement
Yes
Campaign Management
Channel Management
No
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
No
Multi-Campaign
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Customer Advocacy
Advocate Management
Yes
Campaign Management
Yes
Communication Management
No
Community Management
Yes
Gamification
Yes
Referral Tracking
No
Reporting/Analytics
Yes
Rewards Program
No
Social Engagement
Yes
Employee Advocacy
Content Controls / Compliance
No
Content Library Creation
Yes
Mobile Access
Yes
Post Scheduling
No
Push / Email Notifications
Yes
Reporting / Analytics
Yes
Social Sharing Gamification
Yes
Tiered User Permissions
Yes
Nonprofit
Accounting
No
Committee Management
Yes
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
Yes
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
Yes
Political Campaign
Campaign Analysis
Yes
Conservative
Yes
Contact Management
Yes
Contribution Tracking
No
Demographic Data
Yes
Donor Targeting
Yes
Email Marketing
Yes
Event Calendar
No
Fundraising Management
Yes
Mapping
Yes
Non-Partisan
Yes
Online Payment Processing
No
Progressive
Yes
Staff Management
Yes
Volunteer Management
Yes
Voter Database
Yes
Survey
Custom Survey URLs
Yes
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
Yes
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes